From Oil to Sunlight, Natural Resources Offer Opportunities
Companies producing key natural resources linked to energy and food security, global trade, electrification and defense are poised to profit handsomely in the coming years.
Bonds Are Making a Lot of Sense Right Now
As interest rates rise, T-bills and other government bonds are making more sense for investors worried about a recession.
Top 10 Articles of 2022
As 2022 draws to a close, we’re revisiting the most popular insights of the year.
Notes on the Economy – Q4 2022 Summary
The economy is currently balanced on the edge of a recession precipice, but it could fall over the edge early next year.
Be Patient, but Be Ready for the Bear To Die
Investors need patience and courage to face down a dying bear. Here’s why.
Five Investing Mistakes to Avoid
Five common mistakes investors make and how to avoid them during this bear market.
Keep Your Powder Dry … for Now
Investing in a bear market—remain disciplined, keep your powder dry but don’t pull the trigger until an opportunity lands in your crosshairs.
Notes on the Economy – Q3 2022 Summary
The Federal Reserve has a full house of policymakers determined to bring inflation down; interest rates will continue upward—even at the risk of recession.
What To Do When You’re Cornered by a Bear
Ignore your gut instinct to flee this bear market—it’s too late for that. Face down your fears and be ready to profit when the climate pushes it into hibernation.
Traditional Hedges Might Soothe Inflation’s Sting
Worried about inflation? TIPS, REITs and precious metals might give investors something to smile about as stock markets crater.